Monthly Customer Health Score Analysis

Track and analyze customer health scores across segments, identifying at-risk customers and key contributing factors to customer success, while monitoring engagement metrics to drive proactive customer retention strategies.

Report Objective

Monitor and analyze customer health scores and related metrics to identify trends, risks, and opportunities for improving customer success outcomes. This monthly analysis helps drive proactive interventions and strategic customer success initiatives.

Overall Health Score Trends

Time series analysis of health scores across customer segments

Questions to Consider:

Feb 2024Mar 2024Apr 2024report_date78.080.082.084.0sum(avg_health_score) vs. customer_segmentHow are Customer Health Scores Trending?Average health scores showing monthly trends with segment breakdown
  • What is the month-over-month trend in health scores?

  • Which customer segments show the most volatility?

  • Are there any consistent patterns across segments?

  • Which segments have the highest concentration of at-risk customers?

  • How is the number of at-risk customers trending?

  • Are there any seasonal patterns in risk levels?

Feb 2024Mar 2024Apr 2024report_date0102030sum(at_risk_customers)How Many Customers Are At Risk?Monthly count of at-risk customers by segment

Health Score Components Analysis

Breakdown of health score contributing factors and their impact

Questions to Consider:

Product UsageSupport TicketsNPS ScoreFeature AdoptionBusiness Reviewscomponent_name050010001500sum(avg_component_score)What Factors Drive Customer Health Scores?Analysis of health score components and their relative impact
  • Which components have the highest impact on overall health?

  • Are there components consistently underperforming?

  • How do component weights align with actual impact?

Customer Engagement Metrics

Analysis of key engagement indicators and their correlation with health scores

Questions to Consider:

  • What is the overall trend in feature adoption?

  • Are there specific features driving adoption changes?

  • How does adoption correlate with health scores?

Feb 2024Mar 2024Apr 2024report_date58%60%62%64%66%68%feature_adoption_rateHow is Feature Adoption Trending?Monthly feature adoption rates across the customer base

Feb 2024Mar 2024Apr 2024report_date90.091.092.093.0support_satisfactionSupport Satisfaction TrendsMonthly support satisfaction scores and their impact on health
  • How is support satisfaction trending over time?

  • What is the correlation between satisfaction and health scores?

  • Are there any notable drops requiring investigation?